Lead and Deal Sources

Lead and Deal Sources allow you to track where your Leads and Deals are coming from. These are custom created fields added by you.
 
Lead Sources are managed and created in your settings. To edit Lead Sources:
 
  • Navigate to your settings in the top right corner of Base
  • Click Leads
  • Click the Lead Source tab
  • To add a Lead Source, click the + Lead Source button
  • To edit an existing Lead Source, click the Edit button next to the source you want to change. Once you've made your changes, click Save

Deal Sources are managed and created in your settings. To edit Deal Sources:
 
  • Navigate to your settings in the top right corner of Base
  • Click Deals
  • Click the Deal Source tab
  • To add a Deal Source, click the + Deal Source button
  • To edit an existing Deal Source, click the Edit button next to the source you want to change. Once you've made your changes, click Save
 
 
 
Keep in mind that Lead Sources do not transfer over when you're converting a Lead to a Contact. They will however transfer over to the Deal if you choose to create a Deal during the conversion process. If you do not create a Deal when the Lead is converted then the Lead source will not be transferred at all.